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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
David Webb (CRD# 5392123) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 16 years of experience in the finance industry.
Lewis Weil (CRD# 6483850) is an Investment Advisor Representative working at Money Positive in Austin, TX and has over 9 years of experience in the finance industry.
David Willsey (CRD# 5314733) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 7 years of experience in the finance industry. David Willsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brian Wood (CRD# 2662074) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 28 years of experience in the finance industry. Brian Wood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Julie Young (CRD# 4512465) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 21 years of experience in the finance industry.
Kathryn Zenk (CRD# 2142916) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 26 years of experience in the finance industry.
Zachary Ziccardi (CRD# 5221583) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 17 years of experience in the finance industry.
Chester Zielinski (CRD# 1016281) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Austin, TX and has over 42 years of experience in the finance industry.
Jordan Allen-Coles (CRD# 7549503) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has 1 year of experience in the finance industry.
Jackson Arredondo (CRD# 7453342) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Austin, TX and has over 2 years of experience in the finance industry.